BIP Wealth’s SPDR Gold Trust GLD Stock Holding History

BIP Wealth’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$667K	Sell	1,550 -318	-17%	-$142K	0.03%	251
2025 Q4	$740K	Buy	1,868 +119	+7%	+$45.4K	0.03%	244
2025 Q3	$622K	Buy	1,749 +995	+132%	+$317K	0.03%	162
2025 Q2	$230K	Sell	754 -35	-4%	-$10.6K	0.01%	246
2025 Q1	$227K	Buy	+789	New	+$209K	0.01%	241

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIP Wealth's GLD Position: Q1 2026 in Review

BIP Wealth reduced its SPDR Gold Trust (GLD) stake by 17% in Q1 2026, selling an estimated $142K and leaving 1,550 shares worth $667K. The position accounts for 0.03% of the portfolio, ranked #251.

BIP Wealth first reported a position in GLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $740K in Q4 2025. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

BIP Wealth held 1,550 shares of SPDR Gold Trust worth $667K as of Q1 2026.
BIP Wealth sold 318 SPDR Gold Trust shares in Q1 2026, an estimated $142K.
SPDR Gold Trust made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #251 holding.
BIP Wealth first reported a position in SPDR Gold Trust in Q1 2025 and has held it in 5 quarters since.
BIP Wealth's SPDR Gold Trust position peaked at $740K in Q4 2025.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.